Ishmohit Arora; School Of Intrinsic Compounding: There Is Skepticism In The Market

Ajaya Sharma of ET Now spoke to Ishmohit Arora, Founder/Teacher at Soic, -School of Intrinsic Compounding
, to get his views on the market, valuations and the preferred sectors. According to him there is skepticism in the market about returns in the last 3-6months and the recent rally was led by earnings. Speaking of the froth in the midcap space, he feels that rally in midcap has been led by earning, some pockets look reasonably valued, & one should go for cos that have good cash flows . He sees value in select pharma as the multiples have corrected. He sees power sector going through transformation and the simplest way to play this cycle is via Cables and wire companies & energy storage companies, like Polycab and energy storage capacities like batteries. Tune in to know more.
#ishmohitarora #investment #market
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